Senior Insurance Specialist, Life & Health

Insperity•Houston, TX

2d•Hybrid

About The Position

This position is responsible for book of business policy renewal activities and customer support for Insperity Insurance Services (IIS). This position works in an insurance agency environment and is responsible for supporting and meeting the service needs of all clients, their employees and internal Service and Sales team members who seek information from IIS.

Requirements

High School Diploma or equivalent is required.
Five or more years of related work experience is required.
Valid Insurance license for Life and Health Lines is required.
Ability to thoroughly understand and follow all underwriting, rating and compliance requirements.
Willingness to learn, be intuitive and resourceful and be coachable.
Upbeat, positive and enthusiastic attitude.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication/interpersonal skills.
Professional phone etiquette.
Career minded vision.
Excellent Spelling and Grammar skills.
Great Customer Service Skills.
Problem-Solving Capabilities.
Ability to work well with other employees and act as a team player with a positive attitude.
Proven analytical aptitude and ability to work toward specific measurable performance targets.
Strong organizational skills with excellent ability to commit to and follow through on tasks with minimal supervision.
Ability to interpret, communicate and summarize orally and in writing, complex issues, conclusions and decisions related to all aspects of customer service, client renewals and client retention.
Proficient in the use of Microsoft Office (especially database programs) and demonstrated ability to learn other application programs as needed.

Nice To Haves

Bachelor’s Degree in a related field is preferred.
Valid Insurance license for Property and Casualty lines is preferred.

Responsibilities

Provides frequent input and support to department leadership.
Contributes to the overall success of the Account Management team by mentoring IIS Account Management personnel.
Acts as team resource to provide retention approach strategy for client during life cycle.
Works with IIS leadership, as requested, to resolve escalated issues.
Assists with creation and maintenance of IIS product and workflow training materials.
Produces and maintains all monthly reporting.
Maintains documentation and system updates necessary for ongoing record keeping and client management.
Serves as a resource on current markets, industry information and underwriting guidelines.
Leads the process for plan enrollment including employer/employee communication, case submission and plan implementation and follow up to a successful conclusion.
Organizes and participates as needed with client presentation, to include employee enrollment meetings.
Works closely with Workforce Optimization (WO) and/or Workforce Acceleration (WX) account teams to fully support clients.
Develops positive client relationship by being a point of contact for assigned clients and by maintaining open lines of communication.
Works closely with the Sales department on transition of client from Sales to Support.
Fosters and manages overall relationship with clients ensuring retention.
Maintains comprehensive knowledge of all IIS Property & Casualty/Life & Health products and services, as well as applicable regulations.
Maintains a working knowledge of eligibility, open enrollment and qualifying events for Life & Health products.
Meets retention and production goals and objectives as established.
Handles incoming service calls from customers and processes customer policy change requests.
Conducts policyholder insurance needs analysis, at renewal or as otherwise necessary.
Maintains client relationships with scheduled follow up phone calls and/or emails and follows up with customers to assure satisfaction, responds to queries, solicits further sales, and solves or escalates unresolved issues.
Maintains accurate/timely account status in IIS Agency Management and/or Salesforce.
Fosters strong relationships with customers to meet business unit client retention goals and company loyalty objective.
Provides on-going support to insurance clients, as needed.
Collaborates with internal constituents to maintain highest level of customer service quality and productivity.
Creates and/or generates business metrics reports as requested.
Follows all rules and regulations as it applies to HIPAA and all other applicable insurance regulations in a professional manner and maintains compliance with training requirements in regards to such regulations.
Assists in the accomplishment of Insperity Company goals.
Helps other employees to accomplish Insperity Company goals.
Performs other duties as may be assigned by department supervisor.
Participates in the Disaster Recovery plan as required.